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40+
Years of Experience4.4/5
Average Rating89%
Avg. Completion Rate50+
Number of CoursesDiscover ratings and feedback from learners who have gained valuable insights.
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Average
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RC
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KM
I couldn't find a download for the slides.
SS
Great overview of some important tax changes and challenges.
MS
good
JV
Good seminar!
JP
It was adequate.
VV
House Bill 1 (OBBBA) introduces updates such as higher SALT deduction limits, new senior deductions, and expanded tax incentives (e.g., manufacturing and education savings).
VV
This course provided valuable insights into the use of trusts for effective estate and gift tax planning. It enhanced understanding of trust structures, tax benefits, and strategies for wealth transfer and asset protection.
LF
His power point was quite impressive. Could of used a little more time.
YJ
Very interesting and important information. The instructor is a bit dry so it was difficult to follow along
CK
Very informative webinar.
LB
The content was very good and the teacher was too but the teacher kinda has a voice that is too monotone and it is hard to concentrate
Warren Bergstein CPA, AEP©
Adelman Katz & Mond LLP
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